Commercial Lines Account Assistant, Programs
Core
Administrative support for account management workflow, including executing insurance certificates, processing client documents, and maintaining policy information.
Role type
Account Assistant (Insurance)
Builds
Insurance policies, certificates, and client documentation
Domain
Insurance brokerage
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
RIBO license, Microsoft Office proficiency, insurance account experience
Preferred skills
Epic broker management system experience, claims reporting experience
Technologies
Epic, Certificate Exchange, Microsoft Office
Responsibilities
Executing insurance certificates and processing client documents; Maintaining abeyance systems and updating policy summaries; Loading policy information and updating rate/premium histories; Answering client queries and communicating with insurance companies; Providing backup reception coverage
Seniority
Junior, individual contributor